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SignatureFD’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

SignatureFD’s Portfolio IVLU Stock Details IVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.4K Hold
800
– – ﹤0.01% 2095
2026
Q1 		$31.7K Hold
800
– – ﹤0.01% 1980
2025
Q4 		$30.4K Hold
800
– – ﹤0.01% 1929
2025
Q3 		$28.4K Buy
800
+66
+9% +$2.27K ﹤0.01% 1934
2025
Q2 		$24.1K Sell
734
-90
-11% -$2.83K ﹤0.01% 1965
2025
Q1 		$25K Hold
824
– – ﹤0.01% 1945
2024
Q4 		$22.3K Buy
824
+17
+2% +$479 ﹤0.01% 2013
2024
Q3 		$23.8K Hold
807
– – ﹤0.01% 1955
2024
Q2 		$22.1K Sell
807
-171
-17% -$4.82K ﹤0.01% 1913
2024
Q1 		$27.6K Buy
978
+190
+24% +$5.1K ﹤0.01% 1839
2023
Q4 		$20.9K Buy
788
+18
+2% +$458 ﹤0.01% 1902
2023
Q3 		$19.5K Hold
770
– – ﹤0.01% 1862
2023
Q2 		$19.6K Buy
770
+19
+3% +$480 ﹤0.01% 1900
2023
Q1 		$18.6K Sell
751
-3
-0.4% -$74 ﹤0.01% 1909
2022
Q4 		$17.5K Buy
754
+9
+1% +$198 ﹤0.01% 1873
2022
Q3 		$15K Sell
745
-254
-25% -$5.54K ﹤0.01% 1886
2022
Q2 		$22K Buy
999
+20
+2% +$484 ﹤0.01% 1717
2022
Q1 		$25K Buy
979
+2
+0.2% +$52 ﹤0.01% 1733
2021
Q4 		$25K Buy
977
+267
+38% +$6.86K ﹤0.01% 1696
2021
Q3 		$18K Buy
+710
New +$18.4K ﹤0.01% 1806

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SignatureFD's IVLU Position: Q2 2026 in Review

SignatureFD held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q2 2026 at 800 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

SignatureFD first reported a position in IVLU in Q3 2021 and has held it in 20 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • SignatureFD held 800 shares of iShares MSCI Intl Value Factor ETF worth $33.4K as of Q2 2026.
  • SignatureFD left its iShares MSCI Intl Value Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2095 holding.
  • SignatureFD first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2021 and has held it in 20 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.